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Memo to All Time Travelers . . .

Note to All Time Travelers,


Let us revisit the past.
Shortly more analysis will be revealed.

We said the writing was on the wall. The opines were not perfect but pretty good.

Check it out! Free music!

Argonaut & The Strange Attractors
Argonaut and the Strange Attractors

Lets Be Reasonable . . .

Sometimes we have to just be a little more reasonable.


We rode out this Tesla party.

But this is getting crazy.

Time to take some profits and place some puts.

I’m selling 2/3 of my Tesla position.

This stock is so overvalued at this moment, stop buying it.
Right now!

Take your profits.

Because of the hype and over priced shares this stock will also overreact at any bad news.

If earnings are off, if a wheel breaks, if Elon flatulates downwind!

I’m guessing this stock cannot take any stress right now at this price.

I’m buying heavy puts for chains at a 20 point drop by the end of the year.

If the stock goes up, guess what?
Don’t panic.
I’ll buy even more puts.  This price will make Tesla stock even more Volatile to the slightest tension.

It is a gamble, but I think it is a good one.

Keep 1/3 of your shares in case the crazy ride continues to climb.
You already received healthy profits.

Hedge the crazy price with some puts on a volatility play.

You are going to be safe.

Buy Now!!!!!

Opportunities like this do not come often.

One must take advantage of them when they do.

Apple stock keeps plummeting.

We just sold at a near record peak.

But now the market has over reacted.

Buy now and keep buying all the way down.

Look at the balance sheet.  It is so obvious.

Cash on hand.
Debt service cost.

This stock is so undervalued right now.

If it drops below $400 then just buy as much as you can tolerate as a portion of your portfolio.

This stock can only go up.
I would keep buying all the way up to high $400’s.

Then depending on what is happening we can reassess.

They have to do a stock purchase at this price.
The cost of money is so cheap they would be crazy not to.

I’m writing Carl another letter.

He never listens.

When will Blockbuster finally Just Die?

When will Blockbuster finally Just Die?
I don’t know, but the brick and mortar just cannot hold out too much longer.

We have been ringing that bell for years, and we still are.
It is painful to watch them try.

It is like watching fax machines taking their final breaths for the last decade . . . It is just annoying.

What more could you ask for?

Grand opportunity.
They understand what went wrong.

They are smarter, more flexible, and will create compelling content and sign more streaming distribution deals and embed in other devices through App architecture.

How far will this go?

Who knows.

this is the simple mix of some equity and hit hard some long term calls.
Then do not be too greedy, take some of your cash back for redeployment.

Their will be more opportunities in the future.

These undervalued stocks are a great gamble right now.

Have fun.

Will you share your profits with me?

Who Cares Who is Using FaceBook? Just Buy Some.


Who knows what will happen in the long run.

They say teens are not using like they used to?
Well, who knows.  A lot of people are using this thing still.

They are building out their advertising tools.
They were too cumbersome before and they are smart enough to get more revenue from mobile.
They must be.

The alternative is to bet that they are to dumb, and they are not, and this is too easy to do.

People have to experiment and try the ad tools as the demographic advertising and mobile extension is too appealing not to try.

This will create revenue.

Buy some equity positions and just hold onto them.

Also buy heavy into open calls.

It broke $20, by early spring we should see the results of the new ad tools.

Make sure your chains extend that far.

Hold onto the equity for the long haul.

And get some sweet cash from your calls.


The iPad.

Apple has done it again!

If you were to look back several years ago on this very blog the iPad was predicted.

This device is remarkable.  Apple will ride a long profitable wave on this one.
It dovetails beautifully into the long term picture and the paradigm shift already discussed.  More opines to follow – if I feel like it . . . .

Temet Nosce

Temet Nosce.

It is good enough for the Oracle.

Oracle is still not valued properly.

We are backing up our previous equity buy with a nice Call chain.

Fingers crossed, backed by sound fundamentals, in the absence of a cataclysm, this will be a no brainer.

How Can AMEX lose?

How Can AMEX lose?

I don’t know.

This is one of those resilient companies that will emerge smelling like a rose.

The economy will return.

Buy the equities and long term calls.

They might as well be printing the money.

It is so easy being AMEX.

And you can have a piece too.

Just get off your ass and buy some.

Insight into The Oracle

Right now Oracle is an incredible Bargain.

We live in a world of Data.

Oracle maintains market advantages.

People need the Oracle.

you didn’t come here to make the choice, you’ve already made it.
You’re here to try to understand *why* you made it.
I thought you’d have figured that out by now.

So what are you waiting for?

Buy some Oracle.

Then revisit in a few years and see if you want to take some cash out.

Apple updates white 13-inch MacBook to NVIDIA architecture

macbookjpegApple quietly upgraded previous-generation white 13-inch MacBooks to NVIDIA’s 9400M architecture.  A move aimed at boosting sales of its notebook during a potential period of reduced consumer spending.

The $999 entry level model now includes the same 2.0GHz Intel Core 2 Duo processor and 1,066MHz front-side bus.  It also adopts the same NVIDIA GeForce 9400M graphics processor with 256MB of DDR2 SDRAM shared memory.

The white MacBook also enjoyed a doubling of its memory configuration to 2GBs, and employs 667MHz DDR2 memory rather than the faster 1,066MHz DDR3 filly of its aluminum cousins.

The remainder of the notebook’s specifications remain largely unchanged, there is a little blueTooth tweak.  Still has the 120GB 5400-rpm Serial ATA hard disk drive and 8X SuperDrive.

The benefit of  NVIDIA’s new 9400M platform in addition to FireWire (400). 

The move to further embrace the legacy polycarbonate MacBook strongly infers demand for the notebook remained  strong during the holiday shopping season even though speculation existed regarding a phase out.

Who will be the next CEO of Apple?

Jobs-claim-apple-needs-a-ceo-succession-plan-2Recent reports claim Apple’s Jonathan Ive (designer of the iMac) has purchased a mansion in the UK, while endless rumors regarding the need for a proper succession plan for Apple is on desperate need.  It is clear that there are important candidates, but Apple must choose one that has the vision, and the intellectual stimulus to innovate and create new products & divisions to grow Apple appropriately.

There is an incredible opportunity for Apple – especially now – as the technology sector and web technologies emerge at rapid pace. I have opined in other entries in this blog endlessly about this.

Appletonia is reporting that “company-watchers” are asking if Apple can produce a new Steve Jobs? What if something happens to Apple’s individualistic entrepreneur, Jobs?
Well something will.

I am very skeptical Apple will make a good choice.
If Tim Cook succeeds, this finance operational wizard might as well shoot innovation in the head at Apple.
Without innovation Apple could look like a Microsoft stock, or worse.

With no proper succession strategy  disclosed by Apple, people are wondering who could it be?
It is no secret that Jobs has always favored Cook.

The first logical choice is Tim Cook, Apple’s Chief Operating Officer. Cook filled in for Jobs when the company’s CEO was fighting cancer in 2004. This is not a play of logic.  The guy is a finance operations guy.  He will not innovate.

Cook was the best person to choose to maintain Apple’s relations with other companies at the time.
He still reported only to Jobs. That’s why.

Apple should have enough time to consider a future CEO that combines some of Steve’s qualities. And that is NOT COOK! No offense Tim, you are great.  But it doesn’t appear you can innovate.  Only the future will tell if we are right . . . and we will be!

In Jobs’ interview at Fortune  this year  he said “we’ve got really capable people at Apple. I made Tim Cook COO and gave him the Mac division and he’s done brilliantly…” Jobs also stated:

“I mean, some people say, ‘Oh God, if Jobs got run over by a bus, Apple would be in trouble.’ And, you know, I think it wouldn’t be a party but there are really capable people at Apple. And the board would have some good choices about who to pick as CEO. My job is to make the whole executive team good enough to be successors, so that’s what I try to do.”
OK Steve, but tell them not to pick Tim, Please?

Of course, that doesn’t mean everyone is fitted for the job. Imagine Jobs having Microsoft’s Ballmer on his team. Would that be OK …?

Jobs, Cook and Ive aside, there are seven possible successors to the Apple “throne”:
– Daniel Cooperman (General Counsel and Secretary);
– Tony Fadell (senior vice president, iPod division);
– Scott Forstall (Senior VP, iPhone software);
– Bob Mansfield (senior VP Mac Hardware Engineering);
– Peter Oppenheimer (CFO);
– Phil Schiller (Worldwide Product Marketing chief);

Who would you pick?

I know who I would . . .

Have a Happy Thanksgiving

thanksgivingHoliday Pearl secret, Short Code Mania! You figure out the rest!

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